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Registered advisor
D••••• T••••• J•••••••••
Certified Financial Planner
Feed of 09/14/2026
At current firm
21 y
since Jan 4, 2005
In the industry
32 y
since Dec 1, 1993 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- C••••• F•••• F•••••••• A•••••••• L•• state registered currentsince Jan 4, 2005 · Coral Springs, Fl
- P••••••• F•••••••• P••••••• I•• independent RIANov 6, 1997 to Apr 14, 2005 · Coral Springs, Fl
Moves
a registration end followed by a registration begin elsewhere
- P••••••• F•••••••• P••••••• I•• to C••••• F•••• F•••••••• A•••••••• L••left Apr 14, 2005, registered Jan 4, 2005 (-100 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address